Below are steps on how to assign a budget and reward thresholds for both an individual, or an entire group.
Individual Reward Sender Budgets:
The first step you will take is clicking on the "Admin" tab in your Wishlist portal (Note: You will need Program Admin access to complete this).
Once on the Admin tab, Click "Admins" in the menu on the left under Manage People.
After clicking on "Admins" you will be directed to a table that has all of your admins on it. Find the program admin or reward sender you wish to update (you will need to assign them in this role prior to assigning a budget), then click the three dots on the right and select "Set Budget."
You will now be redirected to the Rewards Budget section in your Settings (in the Admin section). Follow the budget setting flow, select the budget that works best out of the options listed, and then select "Save Changes".
- Note: You can toggle the auto-rollover switch on if you would like the budget to roll over if unused, and you can set a Per Reward Threshold by entering a value. If you choose to set a Per Reward Threshold, the individual will only have options up to that value when sending a reward.
Group Budgets:
The first step you will take is clicking on the "Admin" tab in your Wishlist portal (Note: You will need Program Admin access to complete this).
Once on the Admin tab, click "Groups" in the menu on the left under Manage People.
After clicking on "Groups" you will be directed to a table that has all of your groups listed (Note: Groups must be enabled to complete this). Find the group you wish to update, then click the three dots on the right and select "Set Budget". Please note that when assigned a group budget, you must have Reward Senders and/or Program Admins in that group to spend the budget.
You will now be redirected to the Rewards Budget section in your Settings (in the Admin section). Follow the budget setting flow, select the budget that works best out of the options listed, and then select "Save Changes".
- Note: You can toggle the auto-rollover switch on if you would like the budget to roll over if unused, and you can set a Per Reward Threshold by entering a value. If you choose to set a Per Reward Threshold, the individual will only have options up to that value when sending a reward.
You can refer back to Admin > Settings > Reward Budgets and search by Reward Senders or Groups to make changes, or assign multiple Reward Sender and Group budgets at one time.
Note: If Group and Individual Budgets are set up simultaneously, Group Budgets trumps Individual Budgets.